Telos Wealth Strategies

The Greek philosopher Aristotle used the word telos to refer to the full potential or inherent purpose or objective of a person or thing. At Telos Wealth Strategies we understand you have a unique vision for your family’s future. You may be looking to create a legacy that transcends your lifetime. Maybe you have grown and sold a profitable business and are looking for the next opportunity. Or perhaps you are ready to retire and want to generate an income stream that meets current and future needs. Our wealth solutions are designed to meet our clients’ needs at every stage of life. This is our Telos, to ensure our clients reach their purpose! Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please visit www.telosws.com for full disclosures.

网站

www.telosws.com

Telos Wealth Strategies的外部链接

所属行业

金融服务

规模

2-10 人

总部

Lake Oswego，Oregon

类型

个体经营

创立

2022

领域

financial planning、investment management、wealth planning和tax planning